Simplicity Solutions’s IBM IBM Stock Holding History

Simplicity Solutions’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$6.36M	Buy	38,885 +2,775	+8%	+$454K	0.17%	106
2023 Q3	$5.07M	Sell	36,110 -2,476	-6%	-$347K	0.16%	123
2023 Q2	$5.16M	Sell	38,586 -2,717	-7%	-$364K	0.14%	143
2023 Q1	$5.41M	Buy	41,303 +28,758	+229%	+$3.77M	0.14%	135
2022 Q4	$1.77M	Sell	12,545 -2,112	-14%	-$298K	0.24%	97
2022 Q3	$1.74M	Buy	14,657 +4,174	+40%	+$496K	0.25%	87
2022 Q2	$1.48M	Buy	10,483 +2,477	+31%	+$350K	0.19%	129
2022 Q1	$1.04M	Sell	8,006 -2,166	-21%	-$282K	0.13%	175
2021 Q4	$1.36M	Buy	10,172 +3,046	+43%	+$407K	0.15%	176
2021 Q3	$946K	Buy	7,126 +1,742	+32%	+$231K	0.15%	153
2021 Q2	$754K	Buy	5,384 +910	+20%	+$127K	0.15%	149
2021 Q1	$570K	Sell	4,474 -54,023	-92%	-$6.88M	0.13%	173
2020 Q4	$7.04M	Buy	58,497 +517	+0.9%	+$62.2K	0.1%	183
2020 Q3	$6.75M	Buy	57,980 +5,511	+11%	+$641K	0.12%	154
2020 Q2	$6.06M	Buy	52,469 +27,892	+113%	+$3.22M	0.12%	161
2020 Q1	$2.61M	Buy	24,577 +9,165	+59%	+$972K	0.08%	187
2019 Q4	$1.98M	Buy	15,412 +8,373	+119%	+$1.07M	0.06%	244
2019 Q3	$979K	Sell	7,039 -828	-11%	-$115K	0.04%	304
2019 Q2	$1.04M	Sell	7,867 -20,556	-72%	-$2.71M	0.04%	250
2019 Q1	$3.83M	Sell	28,423 -2,298	-7%	-$310K	0.23%	93
2018 Q4	$3.34M	Buy	30,721 +22,199	+260%	+$2.41M	0.43%	55
2018 Q3	$1.23M	Sell	8,522 -3,954	-32%	-$572K	0.07%	148
2018 Q2	$1.67M	Sell	12,476 -18	-0.1%	-$2.41K	0.12%	100
2018 Q1	$1.83M	Sell	12,494 -157	-1%	-$23K	0.16%	77
2017 Q4	$1.86M	Buy	12,651 +9,420	+292%	+$1.38M	0.18%	81
2017 Q3	$448K	Sell	3,231 -5,836	-64%	-$809K	0.3%	83
2017 Q2	$1.33M	Buy	9,067 +764	+9%	+$112K	0.16%	110
2017 Q1	$1.38M	Buy	8,303 +555	+7%	+$92.4K	0.21%	94
2016 Q4	$1.23M	Sell	7,748 -3,439	-31%	-$546K	0.28%	76
2016 Q3	$1.7M	Buy	11,187 +5,182	+86%	+$787K	0.83%	26
2016 Q2	$871K	Buy	6,005 +834	+16%	+$121K	0.47%	50
2016 Q1	$749K	Sell	5,171 -11,004	-68%	-$1.59M	0.46%	57
2015 Q4	$2.13M	Buy	+16,175	New	+$2.13M	0.25%	106